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My Financial Advisor -Blueleaf

Welcome to My Financial Advisor

Welcome to My Financial Advisor

My Financial Advisor -Blueleaf

by Blueleaf Wealth
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf

What is it about?

Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:

My Financial Advisor -Blueleaf

App Details

Version
1.6.1
Rating
(11)
Size
35Mb
Genre
Finance
Last updated
January 15, 2022
Release date
May 17, 2021
More info

App Screenshots

My Financial Advisor -Blueleaf screenshot-0
My Financial Advisor -Blueleaf screenshot-1
My Financial Advisor -Blueleaf screenshot-2
My Financial Advisor -Blueleaf screenshot-3

App Store Description

Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:

- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.

Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.

If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.

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